Overview
We are a reputable Chartered Independent Financial Planning company based in Christchurch, Wimborne and Romsey. We are a highly relationship-based company, dedicated to fostering long-term client partnerships and delivering an exceptional level of service.
Job details
Hours / days: 37.5 hours per week, 08:30 – 17:00 (60 minute lunch break) - Monday to Friday
Pension: 3% of gross salary
Benefits: Private Medical Insurance, inc. Dental and Optical*, extended annual leave, enhanced sickness policy, Employee Assistance Program, Employee discount on Heritage products, Bright Exchange – employees can access unique discounts, social events – Summer and end of year parties, on-site parking**
Bonus: Annual discretionary bonus
Introduction
We are a professional Receptionist/Administrative role supporting Directors and Financial Advisers. As the first point of contact for clients and visitors, you will deliver excellent customer service, manage front desk operations, and provide professional administrative support.
Key Responsibilities
* Greet and welcome clients and visitors in a professional manner
* Manage the client experience through face-to-face, telephone and email communication
* Address client queries promptly and effectively
* Provide clients with well-presented refreshments
* Notify appropriate staff when a visitor or client arrives
* Maintain high standards of order and cleanliness in the reception/kitchen area at all times
* Handle incoming and outgoing mail/correspondence
* Maintain stationery and domestic supplies
* Assist with administrative tasks such as data entry, filing, and email correspondence
* Coordinate with internal departments and external stakeholders as needed
* Ensure compliance with health and safety regulations in the reception area
* Display accuracy and attention to detail in verbal and written communication
* Consult with colleagues regarding potential issues to ensure prompt outcomes
* Ensure security standards are adhered to
* Other duties as required by the company
Skills / Abilities
* Friendly and approachable attitude
* Excellent attention to detail
* Excellent verbal and written communication
* Professional presentation
* Strong interpersonal skills with a can-do attitude
* Ability to remain professional under pressure and act proactively and intuitively
* Strong planning and multitasking abilities
* Hardworking with a strong work ethic
Experience
* Previous experience in a customer-facing role, such as receptionist/administrator, is essential
* Basic experience handling emails, phone calls, scheduling appointments, and using office software (e.g., Microsoft Office)
* Experience managing tasks efficiently, handling a busy reception area, and maintaining records
* Knowledge of the financial services sector is an advantage
*Private health is available upon successful completion of probation period
**Parking first come first serve
Seniority level
* Entry level
Employment type
* Full-time
Job function
* Administrative
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